Joe Pellegrino Joe brings more than 30 years of experience in the financial services sector, with a career that has spanned investment banking, mortgage banking, and alternative business lending. He began his professional journey in the early 1990s on Wall Street, working as an Investment Advisor with $10 million under management. This early exposure to high-level finance provided him with a strong foundation in client relationships, portfolio management, and strategic growth.
Seeking a new challenge, Joe joined his brother in leading a national mortgage bank, where he served as Senior Vice President of Sales. In this role, he managed a team of more than 150 loan officers across the country, overseeing production, training, and operations. His leadership helped drive significant growth and positioned the company as a trusted resource for clients nationwide.
In 2012, Joe expanded into the alternative business lending space, where he has since specialized in securing innovative financing options for American business owners. Known for his unwavering commitment to client service, Joe is proud to maintain a 100% 5-star client experience rating on Trustpilot.
Outside of work, Joe values family time and enjoys life with his wife and their two wonderful children.
Gain expert insights and exclusive updates on financial solutions and products tailored for your business.